Sudden Wealth: The Calm First 90 Days After an Inheritance or Windfall
An inheritance or windfall arrives with pressure and grief. See why the first move is to slow down – pause, protect, and plan before you invest.
What Counts as Qualified Small Business Stock?
Section 1202 rewards a specific kind of stock. See the core tests – C-corp, original issuance, asset limit, active business, and holding period.
Qualified Small Business Stock After the 2025 Expansion: Excluding Gain on a Business Sale
The 2025 law expanded Section 1202 – 50/75/100% exclusion tiers and a $15M cap. See how QSBS can exclude gain on a C-corp sale, and how it is lost.
Five Questions to Answer Before You Sell Your Business
Most owners start planning when an offer arrives – too late for the decisions that matter most. Five questions to answer while a sale is still hypothetical.
Selling Your Business: A Financial Roadmap for Before and After the Sale
The sale price is not the number that matters – the after-tax result is. A CPA-led roadmap for the planning to do before the LOI and after the wire.
Does the New $15 Million Exemption Mean You Can Ignore Estate Planning?
The exemption decides whether you owe estate tax – not whether your plan works. See what still needs attention even if your estate is under $15 million.
The Permanent $15 Million Exemption: What the New Estate Tax Law Means for Your Plan
The estate tax exemption did not fall in 2026 – it rose to $15M per person, permanently. See what the new law means for your plan, and why review still matters.
A $3.6 Million IRA and the Ten-Year Window: An Illustrative Roth Conversion Case Study
A hypothetical case study: how a measured Roth conversion turned a $3.6M IRA’s forced-distribution tax into a far larger tax-free legacy. Illustrative.
The Survivor’s Penalty: How Roth Conversions Protect a Surviving Spouse
When a spouse dies, the survivor files as single and the brackets nearly halve. Part Three of a three-part series looks at how Roth conversions made while both spouses are alive can ease the survivor’s penalty.
The Ten-Year Clock: How a Roth Conversion Changes What Your Heirs Actually Keep
The SECURE Act’s ten-year rule can tax an inherited IRA at your heirs’ highest rate. Part Two of a three-part series looks at how a Roth conversion changes what your children actually keep.